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Home > Institutional Investor > Haven Private, Llc > 13F Holdings

Instuitional Investor - Haven Private, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Columbia Etf Tr I
 810,238 $16,314,142 9.23%
2.
American Centy Etf Tr
 164,368 $10,552,426 5.97%
3.
Vaneck Etf Trust - BDC INCOME ETF
 598,790 $10,035,727 5.68%
4.
Ishares Tr
 162,657 $7,330,951 4.15%
5.
American Centy Etf Tr
 93,611 $5,632,574 3.19%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)